Get Updates Rule Processing Options
- Trello (Unlicensed)
- Dorian Port
Once a rule has been configured, you can choose how it should be processed.
The methods of processing are discussed below, along with examples of when each would be used. The Standard Functionality is that when there is a new record created in the Data Source, notification of the update is sent to iEnterprise Mobile™ from the Data Source and it will try to deliver the record to a mobile device.
- If the new record has a parent associated to it, the parent is also downloaded to the device along with any child records associated to the parent.
- If there is an update to a record, the changes are downloaded and the parent is checked.
- If there are other records related to the parent, they are also downloaded to a device.
In addition to the options listed below, this section will also contain a listing for the module itself and any other modules that appear as a reference field. e.g. The Opportunities Module has a reference field for Account, Sales Stage and Currency. Therefore these three modules and a listing for Opportunities will be appended to the list of parameters in addition to Opportunity.
The implication is ownership, in that by selecting 'Account' in this case, you are saying "If user is the Owner of the Account listed in the Opportunity, then execute the GetUpdate Rule(s)".